Triad Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.24M | Buy |
8,526
+152
| +2% | +$22K | 0.44% | 25 |
|
|
2023
Q2 | $1.22M | Sell |
8,374
-116
| -1% | -$16.9K | 0.5% | 27 |
|
|
2023
Q1 | $1.11M | Sell |
8,490
-31
| -0.4% | -$4.04K | 0.48% | 28 |
|
|
2022
Q4 | $1.14M | Hold |
8,521
| – | – | 0.51% | 23 |
|
|
2022
Q3 | $890K | Sell |
8,521
-154
| -2% | -$16.1K | 0.48% | 26 |
|
|
2022
Q2 | $977K | Buy |
8,675
+92
| +1% | +$10.4K | 0.54% | 24 |
|
|
2022
Q1 | $1.17M | Sell |
8,583
-909
| -10% | -$124K | 0.63% | 21 |
|
|
2021
Q4 | $1.5M | Buy |
+9,492
| New | +$1.5M | 0.89% | 16 |
|